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Atria Investments’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Atria Investments’s Portfolio DGRO Stock Details DGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.3M Buy
333,705
+75,828
+29% +$5.59M 0.25% 68
2026
Q1 		$18.1M Sell
257,877
-18,696
-7% -$1.34M 0.2% 90
2025
Q4 		$19.2M Buy
276,573
+56,085
+25% +$3.86M 0.22% 82
2025
Q3 		$15M Sell
220,488
-77,209
-26% -$5.1M 0.17% 117
2025
Q2 		$19M Sell
297,697
-39,815
-12% -$2.43M 0.22% 88
2025
Q1 		$20.9M Sell
337,512
-17,569
-5% -$1.1M 0.27% 62
2024
Q4 		$21.8M Sell
355,081
-19,319
-5% -$1.22M 0.27% 66
2024
Q3 		$23.5M Sell
374,400
-20,788
-5% -$1.25M 0.29% 61
2024
Q2 		$22.8M Sell
395,188
-65,719
-14% -$3.75M 0.29% 64
2024
Q1 		$26.8M Buy
460,907
+43,891
+11% +$2.44M 0.37% 55
2023
Q4 		$22.4M Buy
417,016
+253,207
+155% +$12.8M 0.35% 56
2023
Q3 		$8.11M Buy
163,809
+20,942
+15% +$1.08M 0.14% 166
2023
Q2 		$7.36M Buy
142,867
+61,594
+76% +$3.1M 0.13% 179
2023
Q1 		$4.06M Buy
81,273
+8,206
+11% +$412K 0.08% 311
2022
Q4 		$3.65M Sell
73,067
-836
-1% -$41K 0.07% 333
2022
Q3 		$3.29M Buy
73,903
+14,037
+23% +$691K 0.07% 329
2022
Q2 		$2.85M Sell
59,866
-756
-1% -$38.1K 0.06% 391
2022
Q1 		$3.24M Buy
60,622
+17,721
+41% +$946K 0.06% 405
2021
Q4 		$2.38M Buy
42,901
+3,278
+8% +$175K 0.04% 493
2021
Q3 		$1.99M Buy
39,623
+1,935
+5% +$100K 0.04% 529
2021
Q2 		$1.9M Buy
+37,688
New +$1.89M 0.04% 524
2020
Q1 		– Sell
-5,295
Closed -$223K – 689
2019
Q4 		$223K Sell
5,295
-2,462
-32% -$99.6K 0.01% 1104
2019
Q3 		$304K Buy
+7,757
New +$299K 0.01% 713

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Atria Investments's DGRO Position: Q2 2026 in Review

Atria Investments increased its iShares Core Dividend Growth ETF (DGRO) stake by 29% in Q2 2026, buying an estimated $5.59M and bringing the position to 333,705 shares worth $25.3M. The position accounts for 0.25% of the portfolio, ranked #68.

Atria Investments first reported a position in DGRO in Q3 2019 and has held it in 23 quarters since. The position peaked at $26.8M in Q1 2024. 1,352 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Atria Investments held 333,705 shares of iShares Core Dividend Growth ETF worth $25.3M as of Q2 2026.
  • Atria Investments bought 75,828 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $5.59M.
  • iShares Core Dividend Growth ETF made up 0.25% of Atria Investments's portfolio in Q2 2026, its #68 holding.
  • Atria Investments first reported a position in iShares Core Dividend Growth ETF in Q3 2019 and has held it in 23 quarters since.
  • Atria Investments's iShares Core Dividend Growth ETF position peaked at $26.8M in Q1 2024.
  • 1,352 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.